Senior Officer, Customer Care Counter

Full Time
Intermediate (3-6 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Senior Officer, Customer Care Counter

Location: Hong Kong


  • Provide one-stop service to high net worth customer by providing identity verification, premium collection, after-sale service and to resolve customer dissatisfaction if necessary
  • Handle high net worth customers’ enquiries and requests on insurance products in a timely and professional manner
  • Ensure the completion of customers’ requests and applications by performing case management
  • Build rapport and maintain a long term relationship with high net worth customers and the respective agents
  • Communicate and coordinate with relevant stakeholders to improve operational efficiency and organizational effectiveness
  • Provide administrative support to the team whenever necessary and handle ad hoc tasks as assigned within turn-around-time


  • Bachelor degree holder in any discipline, with FLMI & ACS is an added advantage will be an advantage
  • Minimum 5 years of working experience in customer service, preferably with insurance/financial industry/high net worth related exposure
  • Equipped with excellent servicing mindset, plus strong problem solving skills
  • Excellent in both written and spoken English and Chinese, fluent in Putonghua is essential
  • Customer focused and result oriented, with the ability to work under pressure and in a changing environment
  • Able and enjoy to work with people of diverse backgrounds with good interpersonal skill
  • Hands on MS Office knowledge
  • Shift duty may be required (from Monday to Saturday, occasionally Sunday as requested, no overnight shift is required)

Professional Qualifications

  • Fellow, Life Management Institute (FLMI)

Technical Skills

  • Customer Service
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word